The Swedish Fund Selection Agency appoints Style Analytics as a supplier of portfolio analytics

The Swedish Pension Agency has signed a strategic agreement with Style Analytics, a provider of portfolio analytics, on behalf of the Swedish Fund Selection Agency. The system will be one of several tools used during the upcoming procurements of funds to the Swedish premium pension fund platform.

The tools provided by Style Analytics to the Swedish Fund Selection Agency will not only be important during the procurements, but will also be used for the continuous monitoring of the funds on the platform. The system will among else be used to analyze the portfolio exposure, both regarding factor exposure, risk, liquidity and sustainability.

Style Analytics, now a part of Confluence, is a global provider of portfolio analytics, reporting and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients. Their tools are used by Asset Owners and Fund Selectors to validate investment strategies and proactively manage asset pools utilising insights. Their products will be valuable in the Swedish Fund Selection Agency’s work to design, procure and monitor the funds on the premium pension fund platform, with the aim to provide funds of high quality that provide a safer and higher pension for the pension savers.

The allocation decision was made 2022-12-06 and the implementation of the tools has been initiated. The system is expected to be place for the first procurement.

Read more about Style Analytics here. External link, opens in new window.